Windward Software Wiki

This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong.
=====Reports to run for Major System Five Upgrade=====

When performing a **major upgrade** to System Five, there are steps you need to take and reports that should be run and reviewed before you do the MAJOR update of System Five.  These checks/reports help you to ensure that your data is clean and free of integrity issues.  
  *Note: A **major upgrade** is defined as any update that includes a change of your System Five version. Eg: Going from Version **5.35 to 5.42** and **5.42 to 6.2.2.x** \\

The list of steps/reports that should be performed are listed below. \\
Customer must make sure to run the two routines prior doing a backup copy of their Live Data set in preparation for the training upgrade schedule. In this way it is assured that the copy is a healthy data.\\
For instructions related to each item, click on the link: \\
  ***[[http://mywindward.wws5.com/selfhelp/helpfile/systemfive/index.html?testproof.htm|Test Proof]]** – before and after \\
  ***[[http://mywindward.wws5.com/selfhelp/helpfile/systemfive/index.html?glgintegritychecksmenu.htm|Integrity Check]]** \\

**Reports for Comparison**\\
  ***[[http://mywindward.wws5.com/selfhelp/helpfile/systemfive/index.html?rptinventoryvalue.htm|Inventory Value Report]]** – Look at the Financial Value as a check value 
  ***[[http://mywindward.wws5.com/selfhelp/helpfile/systemfive/index.html?rptgstreport.htm|Tax Report]]** – run before and after for same period. 
  ***[[http://mywindward.wws5.com/selfhelp/helpfile/systemfive/index.html?rptagedarreport.htm|Aged AR]]** – For a check value, use totals and/or a specific customer balance 
  ***[[http://mywindward.wws5.com/selfhelp/helpfile/systemfive/index.html?rptagedapreport.htm|Aged AP]]** - For a check value, use totals and/or a specific supplier balance 
  ***[[http://mywindward.wws5.com/selfhelp/helpfile/systemfive/index.html?rptbalancesheet.htm|Balance Sheet]]** 
  ***[[http://mywindward.wws5.com/selfhelp/helpfile/systemfive/index.html?rptincomeandexpense.htm|Income statement]]**\\
  ***Basic daily transactions on Point of Sale, open bills, checks and purchase orders if there are errors\\
  ***Do a sample email or print out e.g invoice or customer statements 
  


  *Note: If you are upgrading from Version **5.35**, you must run the **[[http://mywindward.wws5.com/selfhelp/helpfile/systemfive/index.html?rptinventoryquantitycheck.htm|Inventory Quantity Check Report]]**